Anic Equity¶
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Total return since start: 0.569 %¶
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Equity now: -----------------------------> 47922.38 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46527.43 Kr¶
PnL: ---------------------------------------> -361.14 Kr¶
DD now: ---------------------------------> -1.455 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-23 14:06:21.826811'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | 2.640000 | 3229.200000 | 258.200000 | 8.690000 | 2971.000006 |
| HEBA B | 70 | 2.670000 | 2828.000000 | 192.000000 | 7.280000 | 2636.000010 |
| FM Mattsson Mora Group B | 50 | 0.170000 | 2980.000000 | 53.000000 | 1.810000 | 2927.000000 |
| Corem Property Group B | 59 | 1.250000 | 621.270000 | 44.270000 | 7.670000 | 576.999999 |
| AcadeMedia | 12 | 1.010000 | 599.280000 | 42.280000 | 7.590000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | 3.310000 | 393.200000 | 38.200000 | 10.760000 | 355.000000 |
| MedCap | 2 | 2.700000 | 457.000000 | 36.000000 | 8.550000 | 421.000000 |
| HMS Networks | 2 | 3.270000 | 707.200000 | 34.200000 | 5.080000 | 673.000000 |
| Boozt | 12 | -0.070000 | 1684.800000 | 30.800000 | 1.860000 | 1653.999996 |
| Resurs Holding | 22 | 0.040000 | 601.260000 | 27.260000 | 4.750000 | 573.999998 |
| OEM International B | 7 | 1.150000 | 552.300000 | 24.300000 | 4.600000 | 527.999997 |
| Eastnine | 4 | 0.160000 | 509.600000 | 18.600000 | 3.790000 | 491.000000 |
| Intrum | 4 | 1.790000 | 545.600000 | 18.600000 | 3.530000 | 527.000000 |
| SAAB B | 8 | -1.330000 | 3394.400000 | 17.400000 | 0.520000 | 3377.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 1.670000 | 576.450000 | 14.450000 | 2.570000 | 562.000005 |
| Norva24 Group | 16 | -0.570000 | 556.800000 | 13.800000 | 2.540000 | 543.000000 |
| Coor Service Management Hold. | 8 | 1.720000 | 544.400000 | 12.400000 | 2.330000 | 532.000000 |
| CTEK | 13 | 1.770000 | 539.370000 | 5.370000 | 1.010000 | 533.999999 |
| Securitas B | 6 | 1.940000 | 574.920000 | 4.920000 | 0.860000 | 570.000000 |
| Swedbank A | 3 | 0.030000 | 567.450000 | 3.450000 | 0.610000 | 564.000000 |
| Karnov Group | 9 | -0.330000 | 539.100000 | 3.100000 | 0.580000 | 536.000004 |
| Creaspac SPAC | 6 | 0.000000 | 577.800000 | 0.800000 | 0.140000 | 577.000002 |
| Samhällsbyggnadsbo. i Norden D | 12 | 2.390000 | 246.720000 | 0.720000 | 0.290000 | 246.000000 |
| Handelsbanken A | 5 | 0.230000 | 545.250000 | -0.750000 | -0.140000 | 546.000000 |
| Nordea Bank Abp | 29 | -0.050000 | 3446.940000 | -7.060000 | -0.200000 | 3453.999992 |
| Midsona B | 63 | 2.590000 | 574.560000 | -8.440000 | -1.450000 | 582.999984 |
| Essity B | 2 | -2.250000 | 564.400000 | -9.600000 | -1.670000 | 574.000000 |
| Essity A | 4 | -1.740000 | 1130.000000 | -19.000000 | -1.650000 | 1149.000000 |
| International Petroleum Corp. | 5 | 3.380000 | 566.500000 | -28.070000 | -4.720000 | 594.565215 |
| Sampo Oyj SDB | 7 | -0.640000 | 3818.500000 | -31.500000 | -0.820000 | 3850.000000 |
| Vivesto | 1368 | -1.130000 | 550.210000 | -62.790000 | -10.240000 | 612.999432 |
| Axfood | 13 | 0.070000 | 3663.400000 | -92.600000 | -2.470000 | 3756.000001 |
| OX2 | 18 | -0.750000 | 1438.200000 | -225.800000 | -13.570000 | 1663.999992 |
| Fasadgruppen Group | 35 | 0.450000 | 3501.750000 | -309.250000 | -8.110000 | 3810.999990 |
| Ovzon | 52 | 0.720000 | 2901.600000 | -460.400000 | -13.690000 | 3361.999992 |
| TOTAL | 46527.430000 | -361.140000 | -1.45489% | 46888.564618 |
Updated:¶
'2023-01-23 14:06:34.395010'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
